If ETH is a reversal this time instead of a rebound, which sectors and projects might see a capital overflow?

NFA, here are my guesses:

1⃣️LSD and restaking

$LDO $ETHFI $REZ $RLP

2⃣️DEFI related

$AAVE $UNI $ENA

3⃣️L2

$ARB $OP

4⃣️Others

$PEPE $ETC